| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q3 2023 | 19.0% |
| JOHN HANCOCK EXCHANGE TRADED | 5 | Q3 2023 | 19.1% |
| ISHARES TR | 5 | Q3 2023 | 9.1% |
| EXXON MOBIL CORP | 5 | Q3 2023 | 8.4% |
| ISHARES TR | 5 | Q3 2023 | 8.5% |
| INVESCO QQQ TR | 5 | Q3 2023 | 5.4% |
| ISHARES TR | 5 | Q3 2023 | 6.0% |
| ISHARES TR | 5 | Q3 2023 | 7.7% |
| DIMENSIONAL ETF TRUST | 5 | Q3 2023 | 3.7% |
| CADENCE DESIGN SYSTEM INC | 5 | Q3 2023 | 1.6% |
View ENZI WEALTH's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
View ENZI WEALTH's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.